Mariner - Bellevue (WA)

Ray Spitz After my wife passed away I needed help sorting out my finances. Kathy came to my rescur and straightened it all out. Was much appreciated.

David Hiley Professional, insightful and experienced. John and his team do great work. I recommend them!

Scott Thorkelson Mike was a pleasure to talk with. I set up an initial meeting, and he spent about 30 minutes going over my finances with me—where I’m at now and where I want to be. After our conversation, he explained that while he could provide some additional insights, I was already on a good path. What stood out most was his honesty: instead of pushing me toward his services, he encouraged me to continue saving on my own since that would benefit me more. It’s rare to find someone in this industry who prioritizes your best interest over a sale, and I truly appreciate that. I highly recommend reaching out to Mike if you’re looking for trustworthy financial guidance. Thank you for your time Mike!